Client Service Consultant at Santam Insurance

What will you do?
Santam Operations, Personal Lines Contact Centre, have a career opportunity available for a Client Service Consultant based in Auckland Park. 

A Client Service Consultant is responsible for the provision of new quotations or the execution of policy specific amendment requests,
 while adhering to underwriting criteria and profiling the client. The Client Service Consultant is furthermore responsible for advising clients on all aspects of their policy needs.
 

What will make you successful in this role?
This role is focused on, but not limited to; servicing broker requests, including enquiries.

•     Execute broker request within agreed timeframes, quality standard and legislation guidelines;
•     Dealing with issuance of new policies or policy maintenance amendments;
•     Dealing with general insurance and policy specific enquiries or sales thereof;
•     Managing client expectation on expected turnaround times for submitted requests;
•     Ensuring and delivering accuracy of broker requests;
•     Providing effective, efficient and professional service to all clients both telephonically and/or through written correspondence;

QUALIFICATIONS AND EXPERIENCE

•     Matric
•     FAIS compliant: NQF level 4 consisting of a minimum of 30 credits
•     Minimum 2 year Personal Lines contact centre experience in a short-term insurance environment
•     Experience in a client service environment
•     Experience in contact centre technology applications
•     Good understanding of basic financial principles, e.g. profit, growth, etc.
•     Good understanding of contact centre processes and SLA’s 

KNOWLEDGE AND SKILLS 

•     Excellent verbal and written communication skills
•     Excellent interpersonal skills, collaborating with internal colleagues and external stakeholders/clients
•     Ensure adherence to quality, compliance and accreditation standards
•     Conduct efficient administration
•     Optimising work processes

PERSONAL ATTRIBUTES 

•     Customer Service
•     Team Support
•     Communicates effectively
•     Situational Adaptability
•     Action Oriented
   

One of the competency requirements for an Client Service Consultant is an above average matric pass. Applicants interested in applying for this opportunity are required to include their matric certificate. Applications without a matric certificate will not be considered.

Personal Attributes

• Communicates effectively - Contributing independently
• Action orientated - Contributing independently
• Situational adaptability - Contributing independently
• Optimises work processes - Contributing independently

Build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently
• Drives results - Contributing independently

Turnaround time

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Our commitment to transformation

• The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.